Our Process

There's a big misconception that you have to have "a lot of money" to invest -- for women+, the unique challenges we continue to face from a traditional money model makes it more difficult to build wealth and financial success.  We believe that every individual deserves sound financial advice, so we created a process that is as unique as our clients.  This starts with the belief that because money is personal, you need to find the right vibe with a wealth team that gets you.  

We value long-term relationships with our clients, but also understand that everyone's journey is different. 

You may be a high-net-worth executive with just a 401(K) and looking for how to maximize your hard-earned dollars beyond what your company offers.  Or you have existing investments and prefer to DIY managing your own funds but want a trusted wealth partner to give you some guidance in other money strategies.  Perhaps you're the powerhouse business owner looking to scale and need a money council to build your empire.  You may even be just starting out in your wealth journey and need 1:1 support instead of being in a group setting.

Each step in our approach keeps your goals at the core and addresses the obstacles and gaps you're facing.  From there, our wealth team provides you advice, support and a customized plan to help you reach your goals.  The best part?  We take the complex jargon of finance and make learning about money fun and simple while maintaining a high level of professionalism.

We want you to feel empowered by your financial decisions, and that starts with choosing Modern Wealth Collective®  as your trusted financial partner.